Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$178K Buy
109,164
+24,653
+29% +$40.2K ﹤0.01% 3603
2025
Q1
$120K Sell
84,511
-35,582
-30% -$50.5K ﹤0.01% 3612
2024
Q4
$195K Buy
120,093
+16,133
+16% +$26.2K ﹤0.01% 3535
2024
Q3
$102K Buy
103,960
+79,808
+330% +$78.3K ﹤0.01% 3741
2024
Q2
$41K Sell
24,152
-21,439
-47% -$36.4K ﹤0.01% 3750
2024
Q1
$133K Sell
45,591
-40,193
-47% -$117K ﹤0.01% 3534
2023
Q4
$295K Buy
85,784
+75,049
+699% +$258K ﹤0.01% 3318
2023
Q3
$40K Sell
10,735
-1,060
-9% -$3.95K ﹤0.01% 3683
2023
Q2
$49K Sell
11,795
-16,399
-58% -$68.1K ﹤0.01% 3678
2023
Q1
$118K Buy
28,194
+13,205
+88% +$55.3K ﹤0.01% 3446
2022
Q4
$34K Buy
14,989
+12,691
+552% +$28.8K ﹤0.01% 3898
2022
Q3
$5K Sell
2,298
-34,707
-94% -$75.5K ﹤0.01% 4372
2022
Q2
$79K Buy
37,005
+9,320
+34% +$19.9K ﹤0.01% 3561
2022
Q1
$141K Buy
+27,685
New +$141K ﹤0.01% 3509